The article discusses major Wall Street analyst calls on various companies, notably reiterating buy ratings for microsoft and nvidia, while also upgrading other stocks such as quanta services and Constellium.

Reiterates microsoft as buy and discusses its investments in ai.

Reiterated as buy with a focus on its ai investments.

Reiterated as buy ahead of earnings, considered the ai leader.

Reiterates nvidia as buy.

Upgraded to outperform by BMO.